2011-06-29T16:51:07-05:00 2010-08-31 Whitley Penn LLP 5420 LBJ Freeway Suite 1440 Dallas TX 75240 990 2009-09-01 751656802 THE OAKRIDGE SCHOOL OAKR 8174514994 5900 WEST PIONEER PARKWAY ARLINGTON TX 76013 KATHY GAMILL CPA 8174514994 2011-06-29 1 2143939300 2009 2016-02-24 21:20:13Z KATHY GAMILL CPA 5900 WEST PIONEER PARKWAY ARLINGTON TX 76013 14301203 0 X WWW.THEOAKRIDGESCHOOL.ORG X 1979 TX To inspire students to seek their full potential in academics, the arts, and athletics in a challenging and nurturing environment that cultivates social responsibility, mutual respect, and personal integrity. 24 24 205 397 0 0 1292302 1096112 11935387 12550328 8187 4603 469867 414706 13705743 14065749 1430456 1625161 0 7823938 7995046 0 537331 3652681 4062429 12907075 13682636 798668 383113 15440530 16651318 11058367 11645155 4382163 5006163 To inspire students to seek their full potential in academics, the arts, and athletics in a challenging and nurturing environment that cultivates social responsibility, mutual respect, and personal integrity. 0 0 12374583 1625161 12720051 The Oakridge School is a coeducational, college preparatory school enrolling students preschool through 12th grade. Emphasizing personal development, the school aims to develop and educate CHILDREN THROUGH ACADEMICS, ATHLETICS AND THE FINE ARTS. ENROLLMENT FOR THE 2009-2010 school YEAR WAS 880 STUDENTS. The class of 2010 graduated 74 students with merit-based scholarships of $4.4 million and an additional $2.1 million in athletic offers. 12374583 1 1 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 1 205 1 0 0 0 0 0 1 1 0 0 0 24 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X KATHY GAMILL CPA 8174514994 5900 WEST PIONEER PARKWAY ARLINGTON TX 76013 BRENDA GOODEN 2.00 X 0 0 0 BRUCE ASHWORTH 2.00 X 0 0 0 CHRIS BUCKALEW 2.00 X 0 0 0 CHRIS CARROLL 2.00 X 0 0 0 CHUCK REYNOLDS 2.00 X 0 0 0 CURT VON DER AHE 2.00 X 0 0 0 DANA QUEENAN 2.00 X 0 0 0 DICK FRAZIER 2.00 X 0 0 0 DON DUKE 2.00 X 0 0 0 DON STARNES 2.00 X 0 0 0 DR BOB REAMES 2.00 X 0 0 0 DR RICHARD ENOS 2.00 X 0 0 0 DR SCOTT MORSE 2.00 X 0 0 0 JOE SHOLDEN 2.00 X 0 0 0 JOHN KACINSKI 2.00 X 0 0 0 KAY DUGGAN 2.00 X 0 0 0 MARTY REISWIG 2.00 X 0 0 0 MIKE MCWITHEY 2.00 X 0 0 0 NANCY O'SHEA 2.00 X 0 0 0 SCOTT HOWELL 2.00 X 0 0 0 STEVE CRUDUP 2.00 X 0 0 0 STEVE WALL 2.00 X 0 0 0 RICH LOWE 2.00 X 0 0 0 TRENT GLASER 2.00 X 0 0 0 ANDY BROADUS 40.00 X 172652 0 23243 JONATHAN KELLAM 55.00 X 164450 0 49046 KATHY GAMILL 50.00 X 131244 0 8247 468346 0 80536 3 0 1 0 NELLY'S JANITORIAL PROFESSIONAL SERVICE PO BOX 48294 WATAUGA TX 76148 JANITORIAL SERVICES 215343 1 4545 1091567 7495 1096112 Tuition and Fees 900099 12550328 12550328 12550328 4603 4603 480437 4545 235454 244983 244983 Other Income 900099 169723 169723 169723 14065749 12720051 0 249586 1625161 1625161 464346 162521 232173 69652 6241600 5991936 117030 132634 255234 227159 17866 10209 537721 494703 26886 16132 496145 446530 29769 19846 60547 60547 4076 4076 50705 50705 432953 368010 43295 21648 179942 152951 17994 8997 489373 415967 48937 24469 109541 94205 13145 2191 46781 42103 2339 2339 182340 182340 732391 732391 119857 97084 16780 5993 Repairs and Maintenance 412225 350391 41223 20611 Athletics 239933 239933 Cleaning Service 232234 197399 23223 11612 FUNDRAISING EXPENSE 190998 190998 Yearbook Expenses 73964 73964 504569 479835 24734 13682636 12374583 770722 537331 1946986 1796941 1020700 1015730 503683 475650 268407 264194 88213 128385 20227036 7772228 11134094 12454808 342913 373476 58459 47995 77075 94139 15440530 16651318 988983 1356578 6672310 6857038 3397074 3431539 11058367 11645155 X 4040180 4646321 187969 180081 154014 179761 4382163 5006163 15440530 16651318 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 154014 37061 -11314 179761 151288 7445 -4351 368 154014 0.00000 1.00000 0.00000 0 0 3525578 3525578 12783985 6536692 6247293 903635 522136 381499 1051035 524688 526347 1962803 188712 1774091 12454808 14065749 13682636 383113 4837 236050 240887 624000 12653044 4837 236050 -1625161 -1384274 14037318 4078 24353 28431 14065749 12029044 -24353 -24353 12053397 4078 1625161 1629239 13682636 Part V, Line 4: Description of Intended Use of Endowment Funds: THE ORGANIZATION'S ENDOWMENT FUNDS PROVIDE FOR STUDENT SCHOLARSHIPS, FACULTY ADVANCEMENT AND OTHER GENERAL ACTIVITIES. PART XII, LINE 2D: FINANCIAL AID AND SCHOLARSHIPS EXPENSE INCLUDED IN TUITION AND FEES REVENUE ON AUDITED FINANCIAL STATEMENTS. PART XII, LINE 4B: YEARBOOK REVENUE INCLUDED IN EDUCATIONAL AND GENERAL EXPENSES ON AUDITED FINANCIAL STATEMENTS. PART XIII, LINE 2D: YEARBOOK REVENUE INCLUDED IN EDUCATIONAL AND GENERAL EXPENSES ON AUDITED FINANCIAL STATEMENTS. PART XIII, LINE 4B: FINANCIAL AID AND SCHOLARSHIPS EXPENSE INCLUDED IN TUITION AND FEES REVENUE ON AUDITED FINANCIAL STATEMENTS. 1 1 1 NONDISCRIMINATORY POLICY IS INCLUDED IN ALL NEWSPAPER ADS FOR SOLICITATION OF STUDENT ENROLLMENT. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SUPER SUPPER AND AUCTION 291938 4545 287393 16970 38620 7250 35069 MAGAZINE SALES 69431 69431 31769 10 123613 123613 105776 484982 4545 480437 16970 38620 7250 172614 235454 244983 28580 15360 1 1.00000 28580 15360 15360 13220 TX 0 THE STATE OF TEXAS PERMITS QUALIFIED ORGANIZATIONS TO HOLD UP TO TWO RAFFLE PRIZES PER CALENDAR YEAR. 0 0 0 0 0 1 FINANCIAL AID TO STUDENTS 164 1625161 FMV TUITION ASSISTANCE Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: THE SCHOOL'S FINANCIAL AID COMMITTEE IS COMPRISED OF FOUR MEMBERS: HEADMASTER, CFO, DIRECTOR OF ADMISSIONS, AND ASSISTANT DIRECTOR OF ADMISSIONS. AT ANY TIME, ANY MEMBER OF THE BOARD OF REGENTS MAY REQUEST TO ATTEND A MEETING. EACH APPLICANT FOR FINANCIAL ASSISTANCE IS REQUIRED TO PROVIDE THE FOLLOWING EVERY YEAR: APPLICATION FOR DETERMINATION FROM SCHOOL AND STUDENT SERVICES THROUGH THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, A COMPLETE TAX RETURN FOR THE MOST CURRENT YEAR, COPIES OF CURRENT W-2'S AND 1099'S, AND DETERMINATION FROM SCHOOL AND STUDENT SERVICES, SENT DIRECTLY TO THE SCHOOL. THE FINANCIAL AID COMMITTEE THEN UTILIZES THIS INFORMATION, INCLUDING THE RECOMMENDATION FROM SCHOOL AND STUDENT SERVICES, AND WHAT THE FAMILIES STATE THEY CAN AFFORD, TO FINALIZE AN OFFER. A WRITTEN OFFER LETTER IS THEN SENT TO THE APPLICANT FOR ACCEPTANCE OR DENIAL. X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 ANDY BROADUS 172652 0 0 0 0 0 10301 0 12942 0 195895 0 0 0 JONATHAN KELLAM 164450 0 0 0 0 0 0 0 49046 0 213496 0 0 0 X TREADMILL 1 7495 FAIR MARKET VALUE 0 0 0 Form 990, Part VI, Section B, line 11 THE CHAIRMAN REVIEWS A COPY OF FORM 990 BEFORE IT IS FILED. Form 990, Part VI, Section B, line 12c THE ORGANIZATION ANNUALLY REQUIRES EMPLOYEES TO REPORT ANY CONFLICT OF INTEREST. Form 990, Part VI, Section B, line 15 THE GOVERNING BODY RELIES ON APPROPRIATE COMPARABLE DATA GATHERED BY AN INDEPENDENT SOURCE IN APPROVING COMPENSATION OF OFFICERS AND EMPLOYEES. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C: THE FINANCIAL REPORTING OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.